See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,121 | $53,162-26.4% | $91,220-57.1% | $68,494-42.9% |
| Participation rate | 93.5% | 63.2%+30.3pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | 143.36% | -3.14%+146.5pp | 114.01%+29.3pp | -7.84%+151.2pp |
| Employer contribution / active EE | $5,271 | $1,709+208.3% | $2,850+84.9% | $2,596+103.0% |
| Participant deferral / active EE | $8,933 | $2,974+200.4% | $4,234+111.0% | $4,027+121.8% |
| Admin fee / account holder | $94 | $4,493-97.9% | $5,420-98.3% | $5,403-98.3% |